Lisa Aubel is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes roles at Navy Federal Financial Group and Northwestern Mutual Investment Management, among others. She has also taught at Arizona State University. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and supports a range of investment solutions including automated ETF portfolios.

Michael Des Camp is a financial advisor with Navy Federal Investment Services, LLC in San Diego, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Navy Federal, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes roles outside the financial services industry, including positions at Eugene Golf and Country Club and Fusion Golf Center. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs featuring third-party portfolio managers and provides layered investment solutions through a combination of digital and personalized services.

Robert Reaburn is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds a Series 65 designation and has worked previously at LifePro Asset Management and LifePro Financial Services, where he also serves as Managing Director providing consultation services to other advisers on retirement planning and insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and select individual securities, and offers advisory, portfolio management, and managed account platform services combined with technology and operational support for advisers.

Bruin Jones is a financial advisor at Dunham with a Series 66 designation and two years of industry experience. Prior to joining Dunham, he held roles at Rival Roofing, Top Golf, Grove Hotel, Northwestern Mutual, Boise State University, and Sandpoint High School. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients through mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs an asset allocation and manager-of-managers approach with formal rebalancing processes and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Eugene Shepherd is a financial advisor at AlphaCore Capital LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Raymond James & Associates, Eagle Strategies, and New York Life Insurance Company among others. Outside of finance, he is the CEO of Shepherd Fishing Excursions, a fishing guide business. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing $13 billion, serving individuals, entities, institutional investors, and banking institutions. The firm offers comprehensive financial planning and multi-asset portfolio management, emphasizing alternative investments alongside traditional holdings and employing a combination of in-house and sub-advisory strategies.

Timothy Callan is a CFP®-designated financial advisor with 25 years of industry experience, currently with AlphaCore Capital LLC. He previously worked at Callan Capital, LLC for 18 years and Merrill for 6 years. Outside of his advisory role, he serves as a managing member of Salena LLC, a real estate investment company, and as a consultant for Alternative Fund Advisors, LLC. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing about $13 billion. The firm serves individuals, entities, and institutional investors, offering financial planning, investment management, retirement plan advisory, and institutional sub-advisory services, with a focus on multi-asset portfolios that include alternative and traditional investments.

Frank Kuiper is a financial advisor at Concorde Asset Management, LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Concorde in 2018, he worked at Independent Financial Group for seven years. Kuiper also works as a licensed insurance agent offering life and long-term care insurance since 2012. Concorde Asset Management serves a diverse client base including individuals, high-net-worth households, corporations, and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers and wrap fee programs, utilizing model portfolios and overlay management strategies.

Adnan Hussain is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Cetera and LPL Financial. Outside of advisory work, he is involved as a life insurance and fixed annuities sales agent with Tarkenton Financial. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform, frequently working with third-party managers and sub-advisors, and integrates insurance-linked account management in its operational model.

Timothy Rickey is a CFP® professional with eight years of experience, currently with Axxcess Wealth Management, LLC. He previously worked at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors. Outside of his advisory role, he is also licensed as an insurance agent, focusing on accident, health, life, and variable insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base. The firm emphasizes customized, multi-asset portfolios and offers a formal platform that supports third-party advisory firms through its tailored investment solutions and consolidated reporting capabilities.

Liam Morando is a financial advisor with Dunham in San Diego, CA, holding Series 65 and Series 63 licenses and having four years of industry experience. He has been with Dunham & Associates Investment Counsel, Inc. since 2021. Outside of advising, Mr. Morando serves as an unpaid board member of the Exit Planning Institute’s San Diego chapter, contributing to the promotion of best practices in business exit planning. Dunham is an SEC-registered investment adviser and broker-dealer serving individual and high-net-worth clients. The firm offers a range of services including proprietary mutual funds, wrap fee programs, separately managed accounts, and private funds, employing an asset allocation and manager-of-managers investment approach with formal quarterly rebalancing and a proprietary algorithmic rebalancing tool.

Michael Brown is a Series 65-credentialed advisor at Integrated Advisors Network LLC with one year of industry experience. His prior work includes roles at Copper Crest Capital, the University of San Diego, and Ameriprise Financial Services. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative strategies within a risk-profile framework and frequently incorporates third-party sub-advisers and private fund investments in client portfolios.

Arturo Pulido is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at TD Ameritrade, Mission Federal Credit Union, and San Diego County Credit Union. He is based in San Diego, CA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm integrates third-party portfolio managers through managed advisory programs and provides both personalized and automated investment solutions.

Frank Gutierrez is a financial advisor with Navy Federal Investment Services, LLC in San Diego, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Equitable Advisors, and Bank of America. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers vetted by an investment committee and offers both personalized and automated investment solutions.

Richard Leu is a financial advisor with Axxcess Wealth Management, LLC in Carlsbad, CA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bridge Advisory, LLC dba Penniall & Associates, Inc. from 2016 to 2023. Outside of his advisory role, Leu serves as a volunteer board member and indoor cycling instructor for the YMCA of the Foothills. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and public entities. The firm offers customized, multi-asset portfolios managed through both internal and third-party managers, alongside a formal TAMP platform that supports other registered investment advisers.

Matthew Wiegele is a financial advisor with Navy Federal Investment Services, LLC in San Marcos, CA, holding the ChFC® designation along with Series 66 and 63 licenses. He has 13 years of industry experience, having worked exclusively within various Navy Federal entities since 2013. Outside of his advisory role, he serves as co-trustee of the Wiegele Family Trust. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs that utilize third-party portfolio managers monitored through an investment committee and offers layered solutions including unified managed accounts and automated ETF portfolios.

Kelly Carter is a financial advisor at Creativeone Wealth, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Summit Wealth Partners, LLC and Adviser Alliance, LLC. Carter is also CEO of Beacon Retirement Planning Group, Inc., where she is involved in the sale of fixed insurance and annuity products. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options strategies, and select private investments.

John Forbes is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. His prior firms include Lasalle St. Securities, Securities America Advisors, Financial West Group, Torrey Pines Securities, and RBC Capital Markets. Outside of his advisory work, he serves as Parliamentarian for the Dalmatian Club of Northern California. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominantly non-discretionary asset management approach.

Gina Willkomm is a CFP® professional at Aspiriant, LLC with two years of industry experience. Her career includes roles at Aspiriant since 2021 and prior experience at Pure Financial Advisors, Inc. and Wealth Quest Partners, Inc. She has also worked with Corepower Yoga, LLC. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional clients, offering comprehensive investment management and wealth planning services. The firm combines customized investment programs with a broad range of family office capabilities and manages public mutual funds that invest in private assets.

Cade Isakson is a financial advisor at Dunham with three years of industry experience. He holds the Series 66 designation and has worked at Dunham & Associates Investment Counsel, Inc. since 2023. His prior work experience includes roles outside the financial industry, such as at Hot Tub Cruisin and Mission Bay Sports Center. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients. The firm’s investment approach combines asset allocation with a manager-of-managers strategy, offering proprietary mutual funds, wrap fee programs, separately managed accounts, and a private fund, supported by affiliated trust and custody services.

Keon Khamsehpour is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with two years of industry experience. He previously worked at Laird Norton Wetherby Wealth Management and Wetherby Asset Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach, emphasizing asset allocation and diversification, and manages roughly $5 billion in client assets.